Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.615 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49335.49 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43393.3 Kr¶
PnL: ---------------------------------------> -1482.28 Kr¶
DD now: ---------------------------------> -7.125 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-22 16:27:07.321106'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | -1.900000 | 1518.370000 | 95.370000 | 6.700000 | 1423.000014 |
| Hennes & Mauritz B | 6 | 1.480000 | 930.480000 | 18.480000 | 2.030000 | 912.000000 |
| JM | 7 | 2.930000 | 958.300000 | 8.300000 | 0.870000 | 950.000002 |
| Nederman Holding | 1 | 0.000000 | 206.000000 | 7.000000 | 3.520000 | 199.000000 |
| Atrium Ljungberg B | 5 | -0.500000 | 899.000000 | -5.000000 | -0.550000 | 904.000000 |
| Profoto Holding | 7 | -0.730000 | 572.600000 | -9.400000 | -1.620000 | 581.999999 |
| INVISIO | 15 | -0.210000 | 3562.500000 | -9.500000 | -0.270000 | 3571.999995 |
| ASSA ABLOY B | 4 | -0.690000 | 982.000000 | -11.000000 | -1.110000 | 993.000000 |
| BioGaia B | 8 | -1.240000 | 889.600000 | -14.400000 | -1.590000 | 904.000000 |
| Eastnine | 6 | -2.200000 | 640.800000 | -16.200000 | -2.470000 | 657.000000 |
| Biotage | 1 | -0.900000 | 131.800000 | -17.200000 | -11.540000 | 149.000000 |
| Bufab | 3 | 0.000000 | 1058.400000 | -17.600000 | -1.640000 | 1076.000001 |
| Creaspac SPAC | 40 | 0.000000 | 3816.000000 | -18.000000 | -0.470000 | 3834.000000 |
| OX2 | 12 | -0.200000 | 889.200000 | -19.800000 | -2.180000 | 909.000000 |
| Vitrolife | 3 | -1.280000 | 649.800000 | -27.200000 | -4.020000 | 677.000001 |
| AcadeMedia | 20 | -1.610000 | 950.400000 | -27.600000 | -2.820000 | 978.000000 |
| Alimak Group | 12 | -0.370000 | 979.200000 | -27.800000 | -2.760000 | 1007.000004 |
| Investor B | 3 | -0.260000 | 627.150000 | -30.850000 | -4.690000 | 657.999999 |
| Latour B | 4 | -0.630000 | 824.400000 | -31.600000 | -3.690000 | 856.000000 |
| Sandvik | 4 | -0.680000 | 816.400000 | -31.600000 | -3.730000 | 848.000000 |
| Hexatronic Group | 15 | -0.290000 | 1038.300000 | -32.700000 | -3.050000 | 1071.000000 |
| Vitec Software Group B | 2 | -0.840000 | 1067.000000 | -37.000000 | -3.350000 | 1104.000000 |
| EQT | 4 | 0.970000 | 835.600000 | -37.400000 | -4.280000 | 873.000000 |
| Sagax A | 4 | 0.000000 | 848.000000 | -38.000000 | -4.290000 | 886.000000 |
| Addnode Group B | 7 | -0.720000 | 866.600000 | -38.400000 | -4.240000 | 904.999998 |
| SKF B | 5 | -0.370000 | 941.000000 | -39.000000 | -3.980000 | 980.000000 |
| Hoist Finance | 36 | -0.920000 | 972.000000 | -39.000000 | -3.860000 | 1010.999988 |
| Gränges | 10 | -1.860000 | 1000.000000 | -39.000000 | -3.750000 | 1039.000000 |
| Platzer Fastigheter Holding B | 12 | 0.260000 | 912.000000 | -39.000000 | -4.100000 | 951.000000 |
| Byggmax Group | 33 | -0.710000 | 927.960000 | -39.040000 | -4.040000 | 966.999990 |
| Sagax B | 4 | -1.310000 | 844.400000 | -40.600000 | -4.590000 | 885.000000 |
| Catena | 2 | -0.260000 | 760.800000 | -45.200000 | -5.610000 | 806.000000 |
| HEXPOL B | 8 | 0.540000 | 892.000000 | -65.000000 | -6.790000 | 957.000000 |
| Orrön Energy | 170 | -1.890000 | 1938.000000 | -108.000000 | -5.280000 | 2045.999980 |
| Hexagon B | 26 | -1.010000 | 3304.600000 | -115.400000 | -3.370000 | 3420.000012 |
| VEF | 788 | -0.620000 | 1757.240000 | -145.760000 | -7.660000 | 1903.000300 |
| Sedana Medical | 93 | 0.940000 | 2585.400000 | -398.180000 | -13.350000 | 2983.577733 |
| TOTAL | 43393.300000 | -1482.280000 | -7.12507% | 44875.578016 |
Updated:¶
'2023-06-22 16:27:23.825118'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
